Company intelligence

Alphabet

Alphabet is the multinational holding company behind Google's search, advertising, cloud, and AI businesses (plus bets like Waymo and DeepMind).

AI infraPublic · GOOGLMountain View, California, USAFounded 2015Founders: Larry Page, Sergey BrinPublic companyWebsite ↗See connections →
Last verified Sep 4, 2026

Key Metrics

Market cap
$4.10T
As of Sep 4, 2026companiesmarketcap.com
Revenue
$445.9B
As of Jul 22, 2026Value Add VC entity registry
Employees
196,068
As of 2026Value Add VC entity registry

Company Snapshot

Alphabet is a AI infra company, based in Mountain View, California, USA, founded 2015 by Larry Page, Sergey Brin. Market cap $4.10T (As of Sep 4, 2026, companiesmarketcap.com).

Recent changes

  1. Sep 4, 2026First reported market cap: $4.10T companiesmarketcap.com
  2. Jul 24, 2026Tesla, Alphabet Selloff Spreads to Asia as Oil Tops $100 Pulse story
  3. Jul 23, 2026Alphabet's Record $112B Profit Gets Punished Anyway Pulse story
  4. Jul 23, 2026Alphabet Raises 2026 Capex Forecast to $205B Pulse story
  5. Jul 23, 2026Google Cloud Soars 82%, Yet Alphabet Stock Sinks on Capex Pulse story
Earlier changes (7)
  1. Jul 22, 2026Revenue rose from $402.8B to $445.9B entity-registry reconciliation
  2. Jul 16, 2026Gemini 3.5 Pro's Delay Wipes $200B Off Alphabet Pulse story
  3. Jul 16, 2026Alphabet Sheds $200B on Gemini 3.5 Pro Delay Pulse story
  4. Jul 2026Invested in Proxima Fusion (Growth round, €411M (total incl. this round)) Wikipedia
  5. Jun 18, 2026Alphabet Raises ~$85B in Equity to Fund the AI Buildout -- With $10B From Warren Buffett's Berkshire Pulse story
  6. 2026First reported headcount: 196,068 entity-registry reconciliation
  7. Dec 31, 2025First reported revenue: $402.8B SEC EDGAR (10-K)

Latest Pulse

  1. Your 401k Is Already Betting On The AI BoomAbout 30% of every S&P 500 dollar now sits in five AI-heavy stocks, meaning most retirement savers are making a concentrated AI bet without ever choosing one.→
  2. Wall Street's Biggest Bears Still Won't Short AIEven short sellers who call the AI supply chain fragile, including Steve Eisman, aren't willing to bet against AI stocks yet -- a signal that matters for anyone gauging how much longer the funding cycle has to run.→
  3. Google's Intrinsic Open-Sources Its Robotics StackAlphabet's robotics unit Intrinsic open-sourced the core of its industrial robotics platform under an Apache 2.0 license at ROSCon 2026, giving developers free access to the real-time control and motion-planning tools it uses in its own factory deployments.→
  4. Noetive Raises $41M To Digitize The Physical EconomyNoetive emerged from stealth with a $41 million seed round led by Eclipse. The company pairs self-improving AI with multi-modal sensing pods to build what it calls an 'intelligence of record' for the physical economy -- manufacturing, logistics, energy and data centers.→
  5. ByteDance Spins Out AI Drug Unit Anew Labs At $1.5BByteDance closed a $290 million funding round for Anew Labs, its newly spun-off AI drug discovery unit, at a $1.5 billion valuation, with the TikTok parent retaining 56% ownership.→
  6. Chips Sank And Hyperscalers Rose On Amodei's AI EssayMarkets repriced the AI trade along a single fault line after Dario Amodei's pacing essay: semiconductor names fell hard while Alphabet, Microsoft and Meta gained.→
  7. The 'Killer AI' Doom Talk Is A Moat, And I Am Not Buying ItThe loudest warnings about existential AI risk come from the firms best positioned to absorb the rules those warnings justify, and the effect on early-stage competition is the part nobody in the debate is pricing.→
  8. Why The AI Bosses Started Warning About AIA cluster of safety warnings from the people running the largest AI labs arrived within days of each other, and the reasons are commercial, regulatory and technical at once rather than a single change of heart.→
  9. Meta's Child-Safety Settlement Could Hit $17BMeta agreed to pay up to $17.1 billion over 10 years to settle claims from 47 states and thousands of families that Facebook and Instagram were engineered to addict children.→
  10. Kalanick's Atoms Quietly Preps a Robotaxi PushTravis Kalanick's holding company Atoms is preparing a hiring spree and acquisitions to enter the robotaxi business, months after raising $1.7 billion, and has held talks with Uber about using its self-driving technology.→

Coverage Timeline

newest first
  1. Sep 22, 2026BIG TECHGoogle's Intrinsic Open-Sources Its Robotics Stack→
  2. Sep 14, 2026IPOChips Sank And Hyperscalers Rose On Amodei's AI EssayNvidia -3%, Micron -6%→
  3. Aug 12, 2026AIDeepMind's Talent Exodus Reveals a Deeper Identity Crisis→
  4. Aug 9, 2026BIG TECHAlphabet and Microsoft Just Raised the Capex Bar Again→
  5. Aug 5, 2026BIG TECHJeff Dean Exits Google, Hassabis Steps Down at DeepMind→
  6. Aug 4, 2026AIThe Hyperscaler Compute Arms Race, By the Numbers→
  7. Jul 24, 2026BIG TECHTesla, Alphabet Selloff Spreads to Asia as Oil Tops $100Brent Crude Tops $100→
  8. Jul 23, 2026IPOGoogle Discloses $94.1B SpaceX, $124B Anthropic Stakes$218B Combined Stakes→
  9. Jul 23, 2026BIG TECHGoogle Posts First-Ever Negative Free Cash Flow on AI Spend-$5.9B FCF→
  10. Jul 23, 2026AIAlphabet Raises 2026 Capex Forecast to $205B$205B Capex Forecast→
  11. Jul 23, 2026AIThe AI Capex Arms Race Just Got Even More Expensive→
  12. Jul 23, 2026BIG TECHAlphabet's Record $112B Profit Gets Punished Anyway$112.1B net profit→
  13. Jul 23, 2026BIG TECHGoogle Cloud Soars 82%, Yet Alphabet Stock Sinks on Capex$24.8B Cloud Revenue (+82%)→
  14. Jul 17, 2026IPOPublic Markets Are Stress-Testing the AI Infra Trade→
  15. Jul 16, 2026AIAlphabet Sheds $200B on Gemini 3.5 Pro Delay-$200B market cap→
  16. Jul 7, 2026AIBroadcom's Custom Chips Are Eating Nvidia's Growth StoryCustom silicon: 27% CAGR vs. 16% for merchant chips→
  17. Jul 2, 2026REGULATIONGoogle Loses Final EU Appeal, Must Pay $4.7 Billion Android Antitrust Fine$4.7B fine confirmed→
  18. Jun 30, 2026BIG TECHBig Tech's 2026 AI Capex Will Hit $725B, up 77% Year-Over-Year$725B combined→
  19. Jun 18, 2026BIG TECHAlphabet Raises ~$85B in Equity to Fund the AI Buildout -- With $10B From Warren Buffett's Berkshire~$84.75B→

All Coverage

BIG TECH

Google's Intrinsic Open-Sources Its Robotics Stack

Illustration for: Google's Intrinsic Open-Sources Its Robotics Stack
BIG TECH

Google's Intrinsic Open-Sources Its Robotics Stack

Alphabet's robotics unit Intrinsic open-sourced the core of its industrial robotics platform under an Apache 2.0 license at ROSCon 2026, giving developers free access to the real-time control and motion-planning tools it uses in its own factory deployments.

DEEP DIVE
IPO

Chips Sank And Hyperscalers Rose On Amodei's AI Essay

Illustration for: Chips Sank And Hyperscalers Rose On Amodei's AI Essay
IPONvidia -3%, Micron -6%

Chips Sank And Hyperscalers Rose On Amodei's AI Essay

Markets repriced the AI trade along a single fault line after Dario Amodei's pacing essay: semiconductor names fell hard while Alphabet, Microsoft and Meta gained.

FOLLOW-UP
AI

DeepMind's Talent Exodus Reveals a Deeper Identity Crisis

Illustration for: DeepMind's Talent Exodus Reveals a Deeper Identity Crisis
AI

DeepMind's Talent Exodus Reveals a Deeper Identity Crisis

Days after Demis Hassabis stepped down as DeepMind CEO, Fortune reports stalled models, missed deadlines and staff burnout drove the exodus, with engineers telling the outlet DeepMind is losing its separation and identity within Alphabet.

FOLLOW-UP
BIG TECH

Alphabet and Microsoft Just Raised the Capex Bar Again

Illustration for: Alphabet and Microsoft Just Raised the Capex Bar Again
BIG TECH

Alphabet and Microsoft Just Raised the Capex Bar Again

Alphabet raised its 2026 capex guidance to $195-205B and Microsoft signaled FY27 spending will grow again, the clearest sign yet that AI infrastructure spending isn't decelerating despite investor unease over payback timelines.

BY THE NUMBERS
BIG TECH

Jeff Dean Exits Google, Hassabis Steps Down at DeepMind

Illustration for: Jeff Dean Exits Google, Hassabis Steps Down at DeepMind
BIG TECH

Jeff Dean Exits Google, Hassabis Steps Down at DeepMind

Google's longtime chief scientist Jeff Dean is leaving to start his own company after 27 years, while Demis Hassabis steps down as DeepMind's CEO to become Alphabet's chief scientist as Koray Kavukcuoglu takes over daily operations.

AI

The Hyperscaler Compute Arms Race, By the Numbers

Illustration for: The Hyperscaler Compute Arms Race, By the Numbers
AI

The Hyperscaler Compute Arms Race, By the Numbers

Alphabet just raised its 2026 capex outlook to $195-205B and Microsoft is holding near $175B -- combined hyperscaler spending near $690B is now bigger than most countries' entire annual infrastructure budgets.

BIG TECH

Tesla, Alphabet Selloff Spreads to Asia as Oil Tops $100

Illustration for: Tesla, Alphabet Selloff Spreads to Asia as Oil Tops $100
BIG TECHBrent Crude Tops $100

Tesla, Alphabet Selloff Spreads to Asia as Oil Tops $100

Tesla's 14.5% crash and Alphabet's 7% capex-fear drop sent Wall Street to its worst session in months, and the rout spread into Asia as Brent crude topped $100 for the first time since May.

IPO

Google Discloses $94.1B SpaceX, $124B Anthropic Stakes

Illustration for: Google Discloses $94.1B SpaceX, $124B Anthropic Stakes
IPO$218B Combined Stakes

Google Discloses $94.1B SpaceX, $124B Anthropic Stakes

Alphabet's Q2 filing revealed a $94.1 billion SpaceX stake and a roughly $124.3 billion Anthropic stake, with nearly $98 billion in combined paper gains helping drive a record $112 billion quarterly profit.

BIG TECH

Google Posts First-Ever Negative Free Cash Flow on AI Spend

Illustration for: Google Posts First-Ever Negative Free Cash Flow on AI Spend
BIG TECH-$5.9B FCF

Google Posts First-Ever Negative Free Cash Flow on AI Spend

Alphabet reported negative free cash flow of roughly $5.9 billion in Q2, the first negative quarter in its history as a public company, after capex hit $44.9 billion and 2026 guidance rose to as much as $205 billion.

AI

Alphabet Raises 2026 Capex Forecast to $205B

Illustration for: Alphabet Raises 2026 Capex Forecast to $205B
AI$205B Capex Forecast

Alphabet Raises 2026 Capex Forecast to $205B

Alphabet raised its 2026 capital spending forecast to as much as $205 billion, saying AI demand continues to outpace its own spending, as Google Cloud revenue grew 82% in the second quarter.

AI

The AI Capex Arms Race Just Got Even More Expensive

The AI Capex Arms Race Just Got Even More Expensive logo
AI

The AI Capex Arms Race Just Got Even More Expensive

Alphabet's $514 billion cloud backlog and raised $195-205 billion capex guidance, alongside AMD's $5 billion Anthropic commitment this same week, show the AI infrastructure spending race is accelerating rather than plateauing.

BIG TECH

Alphabet's Record $112B Profit Gets Punished Anyway

Illustration for: Alphabet's Record $112B Profit Gets Punished Anyway
BIG TECH$112.1B net profit

Alphabet's Record $112B Profit Gets Punished Anyway

Alphabet posted a record $112.1 billion quarterly profit, up 298% year-over-year and driven largely by gains on its SpaceX and Anthropic stakes, yet shares fell alongside Tesla on capex worries.

BIG TECH

Google Cloud Soars 82%, Yet Alphabet Stock Sinks on Capex

Illustration for: Google Cloud Soars 82%, Yet Alphabet Stock Sinks on Capex
BIG TECH$24.8B Cloud Revenue (+82%)

Google Cloud Soars 82%, Yet Alphabet Stock Sinks on Capex

Alphabet's Q2 2026 results showed Google Cloud revenue up 82% to $24.8 billion and a $514 billion backlog, but investors sent shares lower after the company raised 2026 capex guidance to $195-205 billion.

IPO

Public Markets Are Stress-Testing the AI Infra Trade

Public Markets Are Stress-Testing the AI Infra Trade logo
IPO

Public Markets Are Stress-Testing the AI Infra Trade

Value Add Pulse analysis: Csquare's soft debut, Standard Nuclear's downsized listing, SpaceX's Starship setback and Alphabet's Gemini-delay selloff landed within 48 hours, showing markets are pricing AI-infra execution risk in real time.

AI

Alphabet Sheds $200B on Gemini 3.5 Pro Delay

Illustration for: Alphabet Sheds $200B on Gemini 3.5 Pro Delay
AI-$200B market cap

Alphabet Sheds $200B on Gemini 3.5 Pro Delay

Alphabet shares fell more than 4%, erasing about $200 billion in market value, after reports that its flagship Gemini 3.5 Pro model is delayed months behind schedule due to coding-performance shortfalls.

AI

Broadcom's Custom Chips Are Eating Nvidia's Growth Story

Illustration for: Broadcom's Custom Chips Are Eating Nvidia's Growth Story
AICustom silicon: 27% CAGR vs. 16% for merchant chips

Broadcom's Custom Chips Are Eating Nvidia's Growth Story

Custom AI chips designed by Broadcom for Alphabet and Meta are forecast to grow nearly twice as fast as merchant AI accelerators like Nvidia's through 2033, reshaping who captures the AI buildout's chip margins.

REGULATION

Google Loses Final EU Appeal, Must Pay $4.7 Billion Android Antitrust Fine

Illustration for: Google Loses Final EU Appeal, Must Pay $4.7 Billion Android Antitrust Fine
REGULATION$4.7B fine confirmed

Google Loses Final EU Appeal, Must Pay $4.7 Billion Android Antitrust Fine

The Court of Justice of the European Union dismissed Google and Alphabet's final appeal on July 2, confirming a record antitrust fine over how Google bundled Search and Chrome as defaults on Android. The penalty was originally set at €4.34 billion ($4.9B) in 2018, trimmed to €4.1 billion ($4.7B) by a lower court in 2022, and with no further avenues for appeal, Google now has to pay the full amount.

BIG TECH

Big Tech's 2026 AI Capex Will Hit $725B, up 77% Year-Over-Year

Illustration for: Big Tech's 2026 AI Capex Will Hit $725B, up 77% Year-Over-Year
BIG TECH$725B combined

Big Tech's 2026 AI Capex Will Hit $725B, up 77% Year-Over-Year

Alphabet, Amazon, Meta and Microsoft collectively guided to roughly $725 billion in 2026 capital expenditure — up 77% from $410B last year — as the AI infrastructure buildout enters its third and most expensive year. Amazon leads at ~$200B, Microsoft ~$190B, Alphabet $175-185B and Meta $115-135B, according to freshly restated guidance from the four companies' most recent updates.

BIG TECH

Alphabet Raises ~$85B in Equity to Fund the AI Buildout -- With $10B From Warren Buffett's Berkshire

Illustration for: Alphabet Raises ~$85B in Equity to Fund the AI Buildout -- With $10B From Warren Buffett's Berkshire
BIG TECH~$84.75B

Alphabet Raises ~$85B in Equity to Fund the AI Buildout -- With $10B From Warren Buffett's Berkshire

Alphabet upsized its equity raise to roughly $84.75 billion to bankroll an AI infrastructure buildout it now guides at $180-190 billion of capex this year, with even more in 2027. The package pairs a $30 billion underwritten offering of preferred and common stock with a $40 billion at-the-market program starting in Q3 and a $10 billion private placement to Warren Buffett's Berkshire Hathaway -- a striking move for a company that prints cash.

Value Add Research

Related Companies

More on AlphabetAI Buildout Tracker →Big Tech AI Spending →AI Valuations →

Alphabet FAQ

What is Alphabet's market cap?

Alphabet's market cap is $4.10T (As of Sep 4, 2026, companiesmarketcap.com).

Is Alphabet publicly traded?

Yes. Alphabet trades under the ticker GOOGL, with a market cap of $4.10T (As of Sep 4, 2026).

Sources & methodologyshow
Where these figures come from

Figures are labelled Reported (a source states it), Estimated, Derived (computed from other facts) or Rumored (in talks / unconfirmed). Rumors never replace a confirmed figure. Each figure keeps its own as-of date; history is preserved rather than overwritten.

How we verify data · Suggest a correction